Anic Equity¶
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Total return since start: 0.615 %¶
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Equity now: -----------------------------> 49318.56 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45257.02 Kr¶
PnL: ---------------------------------------> 201.02 Kr¶
DD now: ---------------------------------> -7.157 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 11:03:27.020423'
Benchmark comparison¶
OMXS30 DJUS NDX DAX
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.240000 | 1663.740000 | 194.740000 | 13.260000 | 1468.999998 |
| Orrön Energy | 180 | -0.200000 | 2197.800000 | 154.800000 | 7.580000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.750000 | 987.500000 | 52.500000 | 5.610000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | -1.410000 | 1005.600000 | 44.600000 | 4.640000 | 960.999996 |
| Sedana Medical | 93 | -3.700000 | 2563.080000 | 42.080000 | 1.670000 | 2521.000011 |
| Hexatronic Group | 12 | 0.290000 | 1004.640000 | 37.640000 | 3.890000 | 966.999996 |
| Sagax B | 4 | -0.850000 | 889.600000 | 35.600000 | 4.170000 | 854.000000 |
| Hoist Finance | 35 | -0.170000 | 1015.000000 | 35.000000 | 3.570000 | 980.000000 |
| Sagax A | 4 | -0.890000 | 888.000000 | 34.000000 | 3.980000 | 854.000000 |
| Catena | 2 | -1.530000 | 826.000000 | 34.000000 | 4.290000 | 792.000000 |
| JM | 6 | -0.530000 | 897.600000 | 33.600000 | 3.890000 | 864.000000 |
| OX2 | 13 | 2.380000 | 977.600000 | 27.600000 | 2.910000 | 949.999999 |
| Bilia A | 8 | 0.350000 | 919.200000 | 19.200000 | 2.130000 | 900.000000 |
| Biotage | 7 | -0.070000 | 956.900000 | 15.900000 | 1.690000 | 940.999997 |
| HEXPOL B | 9 | 0.880000 | 1036.800000 | 15.800000 | 1.550000 | 1020.999996 |
| BioGaia B | 8 | -0.840000 | 942.400000 | 12.400000 | 1.330000 | 930.000000 |
| Gränges | 9 | -0.480000 | 937.800000 | 9.800000 | 1.060000 | 927.999999 |
| Byggmax Group | 33 | -1.150000 | 962.280000 | 6.280000 | 0.660000 | 956.000001 |
| AcadeMedia | 8 | -0.980000 | 402.400000 | 0.400000 | 0.100000 | 402.000000 |
| Clas Ohlson B | 12 | -1.460000 | 969.600000 | -3.400000 | -0.350000 | 972.999996 |
| ASSA ABLOY B | 3 | -0.690000 | 774.300000 | -4.700000 | -0.600000 | 779.000001 |
| EQT | 4 | -1.530000 | 823.600000 | -8.400000 | -1.010000 | 832.000000 |
| VEF | 909 | -3.810000 | 1836.180000 | -13.820000 | -0.750000 | 1850.000436 |
| Nordic Waterproofing Holding | 7 | -0.440000 | 949.200000 | -17.800000 | -1.840000 | 966.999999 |
| Alimak Group | 11 | -1.200000 | 907.500000 | -20.500000 | -2.210000 | 927.999996 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| SKF B | 5 | 0.050000 | 918.750000 | -21.250000 | -2.260000 | 940.000000 |
| Addnode Group B | 11 | -0.670000 | 895.950000 | -25.050000 | -2.720000 | 921.000003 |
| Indutrade | 5 | -0.250000 | 1187.000000 | -31.000000 | -2.550000 | 1218.000000 |
| Latour B | 4 | -0.690000 | 810.400000 | -46.600000 | -5.440000 | 857.000000 |
| Vitec Software Group B | 2 | -1.790000 | 1040.000000 | -47.000000 | -4.320000 | 1087.000000 |
| Bufab | 3 | -0.970000 | 1040.400000 | -68.600000 | -6.190000 | 1109.000001 |
| INVISIO | 16 | -0.220000 | 3608.000000 | -81.000000 | -2.200000 | 3689.000000 |
| Hexagon B | 26 | -1.970000 | 3365.700000 | -95.300000 | -2.750000 | 3461.000010 |
| BHG Group | 97 | -1.400000 | 1361.880000 | -97.120000 | -6.660000 | 1458.999989 |
| TOTAL | 45259.600000 | 203.600000 | -7.15208% | 45056.000411 |
Updated:¶
'2023-07-05 11:02:19.718572'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
